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State Street SPDR Bloomberg Convertible Securities ETF

520 hedge funds and large institutions have $2.52B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 150 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

18% less capital invested

Capital invested by funds: $3.08B → $2.52B (-$564M)

24% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 198

88% less call options, than puts

Call options by funds: $339K | Put options by funds: $2.92M

Holders
520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$339K
Puts
$2.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Prelude Capital Management
New York
$1.82M
AA
152
Advisory Alpha
Michigan
$1.82M
First Trust Advisors
153
First Trust Advisors
Illinois
$1.82M
RSS
154
Rosenblum Silverman Sutton
California
$1.8M
SFP
155
Strategic Financial Partners
Oregon
$1.76M
CFO
156
CVA Family Office
Colorado
$1.76M
CCT
157
Capital City Trust
Florida
$1.74M
OWA
158
Octavia Wealth Advisors
Ohio
$1.74M
SBWIC
159
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.72M
CCFM
160
Clear Creek Financial Management
Washington
$1.69M
MOS
161
MGO One Seven
Ohio
$1.65M
MWM
162
Manske Wealth Management
Texas
$1.61M
IFG
163
Independent Financial Group
California
$1.6M
IAA
164
Independent Advisor Alliance
North Carolina
$1.58M
NEPWA
165
New England Private Wealth Advisors
Massachusetts
$1.58M
IP
166
Ignite Planners
California
$1.57M
HAG
167
HighPoint Advisor Group
Illinois
$1.57M
FA
168
Flagstar Advisors
New York
$1.55M
WTC
169
WhitTier Trust Company
Nevada
$1.54M
ATI
170
ARK & TLK Investments
Oklahoma
$1.51M
WIA
171
World Investment Advisors
California
$1.46M
FF
172
Farrell Financial
New York
$1.43M
JWCA
173
J.W. Cole Advisors
Florida
$1.43M
OAG
174
Oakmont Advisory Group
New Mexico
$1.41M
VA
175
VestGen Advisors
Illinois
$1.41M